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Essex Property Trust, Inc.

ESS
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000920522

No open-market purchases or sales by Essex Property Trust, Inc. insiders were filed in the last 90 days; 633 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Essex Property Trust, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
526
+17 vs. Q2 2021
Shares held
62.4M
+455.2K (+0.7%) vs. Q2 2021
Total value
$20.0B
+$1.37B (+7.4%) vs. Q2 2021
New holders
56
199 more added
Sold out
39
173 more reduced

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ESS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 526 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ3 2021: $20.0B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2021.

Institutions holding ESS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC1$00.00%00.0%Unchanged
Exane Derivatives3$9590.00%00.0%Unchanged
Glen Eagle Advisors, LLC3$9590.00%00.0%Unchanged
TCI Wealth Advisors, Inc.2$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.3$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.5$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.00K0.00%00.0%Unchanged
TFC Financial Management3$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC3$1.00K0.00%+3New
Loring Wolcott & Coolidge Fiduciary Advisors LLP6$2.00K0.00%−18−75.0%Reduced
Financial Management Professionals, Inc.5$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc5$2.00K0.00%+1+25.0%Added
Edge Wealth Management LLC7$2.00K0.00%+7New
West Paces Advisors Inc.8$2.56K0.00%−5−38.5%Reduced
Raffa Wealth Management, LLC8$2.56K0.00%00.0%Unchanged
Howe & Rusling Inc9$3.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc9$3.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC9$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC8$3.00K0.00%00.0%Unchanged
Ci Investments Inc.8$3.00K0.00%+8New
Atlas Capital Advisors LLC11$3.52K0.00%00.0%Unchanged
Tarbox Family Office, Inc.14$4.00K0.00%00.0%Unchanged
MV Capital Management, Inc.14$4.00K0.00%+6+75.0%Added
First Horizon Advisors, Inc.12$4.00K0.00%+11+1,100.0%Added
Vigilant Capital Management, LLC14$4.00K0.00%+14New
Meridian Wealth Partners, LLC12$4.00K0.00%+12New
Bell Investment Advisors, Inc14$4.00K0.00%+14New
Gemmer Asset Management LLC15$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc19$6.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC19$6.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC20$6.00K0.00%00.0%Unchanged
Systematic Alpha Investments, LLC20$7.00K0.00%−8−28.6%Reduced
PSI Advisors, LLC23$7.00K0.00%+23New
Better Money Decisions, LLC24$8.00K0.01%−17−41.5%Reduced
Zions Bancorporation, N.A.26$8.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC29$9.00K0.00%−14−32.6%Reduced
Proequities, Inc.30$10.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC30$10.0K0.00%00.0%Unchanged
Spire Wealth Management34$11.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC53$11.0K0.00%+53New
Institutional & Family Asset Management, LLC37$12.0K0.00%00.0%Unchanged
Wealth Quarterback LLC36$12.0K0.01%+1+2.9%Added
Parkside Financial Bank & Trust41$13.0K0.00%+4+10.8%Added
TD Capital Management LLC50$16.0K0.00%00.0%Unchanged
Kempen Capital Management N.V.49$16.0K0.00%+49New
Carroll Financial Associates, Inc.53$17.0K0.00%−45−45.9%Reduced
Harbour Investments, Inc.52$17.0K0.00%+36+225.0%Added
First Personal Financial Services59$19.0K0.00%−59−50.0%Reduced
Montag A & Associates Inc59$19.0K0.00%00.0%Unchanged
CVA Family Office, LLC95$19.0K0.01%+60+171.4%Added
Private Capital Group, LLC67$22.0K0.00%+1+1.5%Added
Smithfield Trust Co83$26.0K0.00%00.0%Unchanged
Huntington National Bank86$27.0K0.00%+20+30.3%Added
Front Row Advisors LLC87$28.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.92$29.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co97$31.0K0.00%00.0%Unchanged
Washington Trust Co101$32.0K0.00%00.0%Unchanged
Ironwood Financial, llc103$33.0K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.110$35.0K0.01%+110New
Lindbrook Capital, LLC113$36.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC110$36.0K0.02%+103+1,471.4%Added
Bessemer Group Inc115$37.0K0.00%+27+30.7%Added
Northwestern Mutual Wealth Management Co123$39.0K0.00%+67+119.6%Added
Jacobi Capital Management LLC125$40.0K0.01%+23+22.5%Added
Capital Analysts, LLC134$43.0K0.00%00.0%Unchanged
Pacific Center for Financial Services139$44.0K0.02%+13+10.3%Added
First Quadrant L P140$45.0K0.01%00.0%Unchanged
Berman Capital Advisors, LLC142$45.0K0.01%+69+94.5%Added
CenterStar Asset Management, LLC–$46.0K0.04%––
Federation des caisses Desjardins du Quebec149$47.6K0.00%00.0%Unchanged
TD Private Client Wealth LLC153$48.9K0.00%+8+5.5%Added
Muzinich & Co., Inc.159$51.0K0.03%00.0%Unchanged
Meeder Asset Management Inc166$53.0K0.00%−37−18.2%Reduced
Lazard Asset Management LLC182$58.0K0.00%+16+9.6%Added
GPS Wealth Strategies Group, LLC194$62.0K0.02%−10−4.9%Reduced
NEXT Financial Group, Inc196$63.0K0.00%+11+5.9%Added
Group One Trading, L.P.200$64.0K0.00%00.0%Unchanged
Ellevest, Inc.199$64.0K0.01%+17+9.3%Added
Signaturefd, LLC204$65.0K0.00%+70+52.2%Added
Deseret Mutual Benefit Administrators207$66.0K0.01%−58−21.9%Reduced
Private Ocean, LLC207$66.0K0.01%−19−8.4%Reduced
HM Payson & Co210$67.0K0.00%00.0%Unchanged
CX Institutional212$68.0K0.01%+8+3.9%Added
US Asset Management LLC213$68.0K0.07%+213New
Gerber Kawasaki Wealth & Investment Management216$69.0K0.01%+216New
American Portfolios Advisors218$69.7K0.00%00.0%Unchanged
Tobam223$71.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.240$76.0K0.02%−1−0.4%Reduced
Cubist Systematic Strategies, LLC260$83.0K0.00%−10,386−97.6%Reduced
Farmers & Merchants Investments Inc284$91.0K0.00%+249+711.4%Added
Arkadios Wealth Advisors291$93.0K0.01%+54+22.8%Added
Clearstead Advisors, LLC305$98.0K0.01%−1−0.3%Reduced
Glassman Wealth Services307$98.0K0.02%+3+1.0%Added
IFP Advisors, Inc424$137.0K0.00%+79+22.9%Added
Blueprint Investment Partners LLC503$161.0K0.08%+503New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main540$172.7K0.00%00.0%Unchanged
Allworth Financial LP544$174.0K0.00%+77+16.5%Added
Sentry Investment Management LLC556$178.0K0.05%−81−12.7%Reduced